Client Services Associate

Perigon Group; Brisbane; On-site; AUD 55,000 - 75,000; Full time

Job summary

Perigon Group is seeking a Client Services Associate to join our Brisbane team. You will act as the main point of contact for clients and stakeholders, handling enquiries and servicing requirements from start to finish.

You will work across client onboarding, account maintenance, transactions, reporting and ongoing servicing, building relationships with clients, financial advisers, external service providers and teams across the broader business.

Qualifications

• Must have experience in client-centric environments and deliver high-quality service.
• Excellent communication and interpersonal abilities with a professional demeanour.
• Ability to manage competing priorities and maintain accurate records.

Responsibilities

• Act as key contact for clients and stakeholders.
• Handle client enquiries and servicing requirements from start to finish.
• Support client onboarding, account maintenance and ongoing servicing.
• Coordinate transactions, documentation, reporting and client communications.
• Investigate and resolve client issues with internal teams.
• Maintain accurate client records and documentation.
• Collaborate with administrators and external service providers.
• Ensure client requests are followed through to resolution.
• Identify opportunities to improve client service processes and workflows.
• Contribute to a collaborative, client-focused team environment.

Skills

Interpersonal skills

Communication skills

Client-facing experience

Relationship-building

Organisational skills

Attention to detail

Proactive attitude

Problem-solving

Teamwork

Education

Bachelor-level degree in Business/Finance/Economics or equivalent

Job description

Our client is a reputable, fast-growing investment manager and fund services organisation specialising in providing best-in-class local and global investment management solutions. They are looking for a Client Services Associate to join their growing Brisbane team and play a key role in delivering a high-quality experience across a range of client groups.

The Role

This is a broad client services and operations role suited to someone who genuinely enjoys working with people. You’ll act as a key point of contact for clients and stakeholders, taking ownership of enquiries and servicing requirements from start to finish.

You’ll work across client onboarding, account maintenance, transactions, reporting and ongoing servicing, while building relationships with clients, financial advisers, external service providers and teams across the broader business.

Your responsibilities will include:

• Acting as a key point of contact for clients and stakeholders, building strong professional relationships
• Managing client enquiries accurately and within agreed timeframes
• Supporting client onboarding, account maintenance and ongoing servicing
• Coordinating transactions, documentation, reporting and client communications
• Investigating and resolving client issues, working with internal teams where required
• Maintaining accurate client records and documentation
• Working closely with administrators and other external service providers
• Ensuring client requests are followed through from initial enquiry to resolution
• Identifying opportunities to improve client service processes and operational workflows
• Contributing to a collaborative and client-focused team environment

The Organisation

Our client is a reputable, fast-growing investment manager and fund services organisation specialising in providing best-in-class local and global investment management solutions. They are looking for a Client Services Associate to join their growing Brisbane team and play a key role in delivering a high-quality experience across a range of client groups.

The Role

This is a broad client services and operations role suited to someone who genuinely enjoys working with people. You’ll act as a key point of contact for clients and stakeholders, taking ownership of enquiries and servicing requirements from start to finish.

You’ll work across client onboarding, account maintenance, transactions, reporting and ongoing servicing, while building relationships with clients, financial advisers, external service providers and teams across the broader business.

Your responsibilities will include:

• Acting as a key point of contact for clients and stakeholders, building strong professional relationships
• Managing client enquiries accurately and within agreed timeframes
• Supporting client onboarding, account maintenance and ongoing servicing
• Coordinating transactions, documentation, reporting and client communications
• Investigating and resolving client issues, working with internal teams where required
• Maintaining accurate client records and documentation
• Working closely with administrators and other external service providers
• Ensuring client requests are followed through from initial enquiry to resolution
• Identifying opportunities to improve client service processes and operational workflows
• Contributing to a collaborative and client-focused team environment

About You

We are open to candidates from a range of backgrounds who have worked in client-centric environments and know how to build strong relationships and deliver an excellent level of service. You will have a strong interest in commencing or progressing a career in Financial Services.

You’ll ideally bring:

• Exceptional interpersonal and communication skills
• Experience working in a client-facing or service-focused environment
• Confidence building relationships with a range of clients and stakeholders
• Strong organisation and the ability to manage competing priorities
• High attention to detail and a commitment to accuracy
• A proactive approach and willingness to take ownership of client enquiries through to resolution
• Strong problem-solving skills and the ability to pick up new systems and processes quickly
• A collaborative, positive approach to working within a team
• A degree in Business, Economics, Finance or equivalent qualification/experience

Why Apply?

This is an opportunity to join a growing Brisbane investment business with a strong reputation, collaborative culture and plenty of opportunity to build your career. You’ll gain exposure across different areas of funds management, work closely with experienced people across the business and be encouraged to take ownership as you develop.

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